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HDFC Capital Builder Value Gr (0P00005WLM.BO)

BSE - BSE Delayed price. Currency in INR
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643.76+4.56 (+0.71%)
At close: 01:30AM IST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.42%
5-year average return16.55%
Number of years up21
Number of years down8
Best 1-yr total return (29 Apr 2024)92.91%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return92.91%
Worst 3-yr total return2.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00005WLM.BOCategory
YTD4.49%0.00%
1-month0.07%0.00%
3-month4.49%0.00%
1-year41.47%0.00%
3-year20.76%0.00%
5-year15.23%0.00%
10-year16.01%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00005WLM.BOCategory
2024
N/AN/A
2023
29.59%N/A
2022
3.61%N/A
2021
35.58%N/A
2020
12.94%N/A
2019
-0.01%N/A
2018
-5.47%N/A
2017
42.31%N/A
2016
3.83%N/A
2015
4.61%N/A
2014
51.95%N/A
2013
10.37%N/A
2012
28.42%N/A
2011
-23.64%N/A
2010
28.44%N/A
2009
92.91%N/A
2008
-54.89%N/A
2007
68.65%N/A
2006
21.58%N/A
2005
47.53%N/A
2004
47.78%N/A
2003
121.91%N/A
2002
16.23%N/A
2001
-23.06%N/A
2000
-17.17%N/A
1999
64.21%N/A
1998
32.38%N/A
1997
17.43%N/A
1996
-24.27%N/A
1995
-41.91%N/A
1994
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.49%N/AN/AN/A
2023-4.29%11.73%6.12%14.19%
2022-1.46%-10.88%11.75%5.57%
20218.03%9.96%11.97%1.94%
2020-31.42%20.82%12.42%21.24%
20195.75%-3.71%-5.22%3.62%
2018-6.01%1.07%-0.68%0.19%
201716.74%1.88%4.92%14.05%
2016-5.13%7.24%7.30%-4.90%
20151.84%-0.28%-2.56%5.72%
20148.07%21.05%6.83%8.73%
2013-3.37%0.47%-1.71%15.65%
201216.08%-0.31%8.31%2.46%
2011-6.17%0.06%-11.04%-8.57%
20104.84%6.55%13.76%1.06%
2009-3.04%48.79%23.95%7.88%
2008-28.69%-15.53%-1.25%-24.15%
2007-4.54%21.51%13.41%28.21%
200615.80%-16.22%13.63%10.29%
20051.49%4.84%30.35%6.38%
2004-4.07%-2.18%23.61%27.40%
2003-7.08%31.43%28.38%41.53%
200219.37%3.08%-7.12%1.70%
2001-14.99%-6.95%-9.05%6.94%
2000-10.00%4.21%-13.46%2.04%
199936.92%-1.65%19.76%1.83%
19989.45%2.47%12.17%5.24%
19973.87%12.03%6.81%-5.52%
19962.13%4.44%-23.13%-7.64%
1995-15.65%-18.09%-3.25%-13.09%
19947.30%20.22%5.91%N/A

Rank in category (by total return)

YTD66
1-month51
3-month66
1-year52
3-year42
5-year79

Load adjusted returns

1-year40.47%
3-year20.76%
5-year15.23%
10-year16.01%